4 months ago
Post-Election Financial Planning Considerations
Taking a little time out to understand the basics of...
Senior Financial Advisor,
Relationship Manager
Heidi joined CapTrust Advisors in Tampa in 2007. She became part of CAPTRUST in 2017 when CapTrust Advisors merged with CAPTRUST. Heidi serves as a central point of contact for Catholic and institutional clients, assisting in the oversight of clients’ investment programs and attending to their service-related and day-to-day operational needs. Her contributory knowledge of internal processes combined with the team of professionals at CAPTRUST provide personalized and effective client service. Prior to joining CAPTRUST, Heidi worked as the director of client services at Schott Group and has worked in the industry since 1983.
Taking a little time out to understand the basics of...
It’s early the morning of November 4, the day after...
We are pleased to announce 11 CAPTRUST advisor teams have...
Today, the House of Representatives passed and President Trump is...